See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,121 | $105,931-81.0% | $81,930-75.4% | $158,922-87.3% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.0%+8.0pp | 82.0%-2.0pp |
| Annual return | 0.00% | 38.17%-38.2pp | 29.49%-29.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,527 | $7,800-80.4% | $4,310-64.6% | $4,761-67.9% |
| Participant deferral / active EE | $4,268 | $13,003-67.2% | $7,107-39.9% | $5,982-28.7% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |